Saint Luke's Health System 401(k) match, vesting and fees
What Saint Luke's Health System's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Ernst & Young LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Saint Luke's Health System: employer contribution per participant | $0 | |
| Peer median | $2,155 |
| Saint Luke's Health System: average balance | $61,496 | |
| Peer median | $66,935 |
| Saint Luke's Health System: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $762M at the end of plan year 2021 to $961M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 16,694 | $961M | $16 | $0 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 15,891 | $831M | $0 | $0 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 16,348 | $673M | $1,303 | $0 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 14,759 | $762M | $0 | $0 | 0.20% | Not published | Form 5500 ↗ |
Other Saint Luke's Health System plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Saint Luke'S Retirement Balance and Matching Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Ernst & Young LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Saint Luke'S Health System, Inc. Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Saint Luke's Health System match 401(k) contributions?
The match terms for the Saint Luke'S 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $16 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Saint Luke's Health System 401(k) match vested?
The vesting schedule for the Saint Luke'S 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Saint Luke's Health System 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Saint Luke'S Health System.
I left Saint Luke's Health System. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Saint Luke'S Health System, (816) 932-3377) or the recordkeeper, Fidelity Investments Institutional. The Saint Luke's Health System old 401(k) page lists the contacts from every plan filing. Find an old Saint Luke's Health System 401(k)
Data from the public Form 5500 annual reports Saint Luke's Health System filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Saint Luke's Health System. Not financial advice. Report a correction · Methodology